Feedback

Discussion List

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  Total amount remaining in plan to be spent

  Closed BenB 18 views 1 comment 0 points Most recent by DannyB March 2025Using the Spending Plan
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  New Planned Spending Release Options: Share your feedback here!

  Closed Coach Natalie 224 views 13 comments 0 points Most recent by Coach Natalie March 2025Feedback
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  Ability to schedule account updates: Share your feedback here!

  Closed Coach Natalie 611 views 47 comments 1 point Most recent by Coach Natalie March 2025Feedback
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  Merged: Add a button to quickly view transaction register filtered by Reviewed [Edited]

  Closed rlorcro 11 views 0 comments 1 point Most recent by Coach Kristina March 2025Feature Requests
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  Tax Line: Form 4562 is missing

  Closed Norm6257 2 views 1 comment 0 points Most recent by Coach Kristina March 2025Categories and Tags
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  Coinbase Broken on Simplifi for over a year

  Closed sami 171 views 1 comment 3 points Most recent by sami March 2025Adding and Updating Accounts
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  Date Range frustration

  Closed mdbnj 48 views 4 comments 1 point Most recent by SRC54 March 2025Feedback
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  We're looking for seasoned Spending Plan users!

  Closed Coach Natalie 71 views 3 comments 1 point Most recent by TiggerTrainer March 2025Feedback
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  Want user guide or indexed book on Simplifi

  Closed Carl's Q 26 views 2 comments 0 points Most recent by DannyB March 2025Feedback
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  Let Quicken Know how you feel

  Closed ppanepinto 25 views 2 comments 1 point Most recent by TiggerTrainer February 2025Feedback
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  Feature Request: Multi-Currency Support in Quicken Simplifi

  Closed quick_user 42 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback
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  Why are EXCLUSIONS the DEFAULT option???

  Closed nogorman 12 views 1 comment 1 point Most recent by Coach Jon February 2025Feedback
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  Epson RapidReceipt RR-400W Scanner

  Closed skgdogs 42 views 5 comments 0 points Most recent by Coach Jon February 2025Feedback
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  Include Investment Transactions in Spending Plan & Pull Average Cost from Fidelity

  Closed Ankitkumar 88 views 3 comments 1 point Most recent by SRC54 February 2025Using the Spending Plan
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  Resources to Support Training

  Closed DDeCrescente 31 views 3 comments 0 points Most recent by Coach Jon February 2025Feedback
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  iPad & Android Tablet Support: Share your feedback here!

  Closed Coach Natalie 685 views 45 comments 2 points Most recent by Coach Natalie February 2025Feedback
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  Up Down
  Ability to add a Rollover Cap (edited)

  Active Jacob Amey 45 views 8 comments 8 points Most recent by Flopbot February 2025Feature Requests
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  Tax Forms [hover] descriptions are a nice feature

  Closed Max1223 12 views 1 comment 2 points Most recent by Coach Natalie February 2025Feedback
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  Quicken's method of providing user support is awful

  Closed Engaiging 32 views 5 comments 1 point Most recent by RobWilk February 2025Feedback
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  The whole Empower fiasco

  Closed nrp06 51 views 1 comment 1 point Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Northwestern Mutual Investment Services

  Closed bhsorrow 166 views 1 comment 3 points Most recent by Coach Natalie February 2025Adding and Updating Accounts
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  Publish release notes when new version is released.

  Closed KB2014 22 views 1 comment 0 points Most recent by Coach Natalie February 2025Feedback
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  Uncategorized filter includes 'Balance Adjustment' on the mobile application

  Closed ejs 51 views 6 comments 0 points Most recent by ejs February 2025Report a Bug
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  Quicken Backup

  Closed bw_wyo 12 views 1 comment 0 points Most recent by Coach Natalie January 2025Feedback
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  Consolidated list of non-working Banking and Investment links

  Closed lwyman 108 views 1 comment 0 points Most recent by Coach Jon January 2025Feedback
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  Merged: Best Egg

  Closed RileyB 11 views 0 comments 1 point Started by RileyB January 2025 Report Missing Financial Institution or Biller
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  Invoice Headers and Footers

  Closed epbiz 33 views 1 comment 0 points Most recent by Coach Jon January 2025Invoices, Estimates, & Sales Receipts
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  Morgan Stanley and Northwestern Mutual InvSvs NMIS

  Closed Lyda 42 views 1 comment 1 point Most recent by Coach Kristina January 2025Adding and Updating Accounts
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  Select Multiple Accounts for for Saving Goal

  Closed Frank Drebin 12 views 2 comments 1 point Most recent by RobWilk January 2025Feedback
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  Please, please, please add Desert Financial Credit Union

  Closed TGarrity 42 views 1 comment 1 point Most recent by Coach Kristina January 2025Adding and Updating Accounts